How to: Display a prompt for a specific Customer Classification
Table Of Contents
Telesales Prompts can be used to display important reminders whenever a sales order is created for customers within a specific customer classification.
This is useful for highlighting special ordering requirements, compliance checks or information that staff should capture during the order process.
For example, you may want to remind staff to obtain a Purchase Order number from NHS customers before completing the sale.
Create a Telesales Prompt
- Open a Promotion screen (show me how).
- Open the [Telesales Rules] tab.
- Press Ctrl + N or click New.
- Enter a title for the prompt in the Short Description field.
- Enter the message you want users to see in the Long Description field.Example:When taking an order from an NHS customer, please obtain an official Purchase Order number and enter it in the PO# field on the Payments tab.
- Select the required customer classification from the Customer Class drop-down list, for example NHS.
- Configure any additional options as required.
- Press Ctrl + S or click Save to save the telesales prompt.
Result
When a sales order is created for a customer belonging to the selected customer classification, the telesales prompt will be displayed to remind users of any special requirements or procedures.
Typical Uses
Telesales prompts can be used to:
- Remind staff to obtain customer Purchase Order numbers.
- Highlight special pricing agreements.
- Record mandatory customer information.
- Display delivery or compliance requirements.
- Notify users of account-specific instructions.